Microsoft Scenario Library Human Resources Deliver insights to managers

Available with: Microsoft 365 Copilot and Copilot Studio

Human Resources scenario: Deliver insights to managers

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Scenario

Identify key metrics and best practices for managers to follow.

1. Identifying key metrics

Identify key metrics which can provide insights into manager capabilities and opportunities. Use Copilot to access HR system data using a Copilot Studio agent.

Copilot Studio icon

Copilot Studio Agent

Action: Use Copilot to rapidly locate relevant manager metrics (employee survey, attrition, training consumption) which impact team health.

Analyze data/metrics, summarize findings, provide insights, and create potential manager opportunities.

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Copilot in Excel

Example prompt: Highlight manager team training scores yellow where values are less than 100%.

Based on the data/insights, have Copilot locate best practices for managers to follow to improve upon the key metrics.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Example prompt: I am a human resources consultant. Create a planning document based on the manager report and best in class manager practices.

Draft and send email to managers sharing the data insights and best practices with them for consideration.

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Copilot in Outlook

Example prompt: Draft with Copilot: an email to managers sharing opportunities based on best practices and their manager insights. Tone is Direct and Length is Medium

Conduct a meeting to present the opportunities, aligns and track the actions items, referencing insights, and notes from Copilot in Teams.​

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Copilot in Teams

Action: Use Copilot during the meeting to “list main ideas we discussed” and then review the AI notes “Follow-up tasks” after the meeting to finalize the plan and track.

Based on the impact of the actions, adjust approach, and continue to iterate using Copilot in Loop.​

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Copilot in Loop

Example prompt: Brainstorm activities to empower and improve effectiveness of people managers in an organization. Invite colleagues to iterate on ideas.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help average resolution times

Microsoft Copilot can help with self-service options for employees using HR systems which can reduce support requirements and increase employee satisfaction.​
Boost productivity​
  • Rapidly find information​
  • Diagnose problems faster​
  • Check for similar issues and resolutions​
  • Quickly send follow-up communications​

How Copilot can help reduce average issue resolution time​

Microsoft Copilot can help with lowering resolution times which in turn ​leads to increased productivity and higher employee satisfaction rates.​
Boost productivity​
  • Rapidly research service interactions​
  • Create first drafts faster​
  • Check for similar issues and resolutions​
  • Quickly send follow-up communications​

How Copilot can help increase benefit usage

Create improved interfaces for employees to learn about their benefits and improve registration processes.​
Create HR benefit campaign​
  • Generate news and announcements ​from your HR team or department​
  • Communicate policies and procedures for HR-related matters, such as benefits, payroll, performance, and compliance​

How Copilot can help improve eNPS scores

Employee Net Promoter Score (eNPS) is a valuable metric for assessing employee engagement. It measures how likely your employees are to recommend your organization as a great place to work to their friends or family. Microsoft Copilot plays a pivotal role in enhancing employee Net Promoter Scores (eNPS) by fostering a positive work environment and empowering employees.
Create internal feedback loop
  • Draft employee surveys
  • Analyze surveys to gain valuable
    insights employee sentiment

How Microsoft Copilot can help reduce onboarding time

Reducing ramp up time is beneficial for everyone. It boosts employee confidence and engagement. It helps shorten the learning curve allowing employees to make an impact sooner.
Create onboarding materials
  • Use Copilot to draft training guides
  • Use Copilot to enhance employee handbooks

How Microsoft Copilot can help employee turnover rates

Reducing the stress of everyday tasks by using Microsoft Copilot to reduce complexity and save time can help to improve employee satisfaction, which has been shown to improve retention.
Improve quality of internal materials and processes
  • Improve job descriptions for further role clarity
  • Improve company meetings with summarization and recap
  • Completely focus during the meeting

How Microsoft Copilot can help with hiring

Copilot can help HR streamline the hiring process by assisting with writing job descriptions, conducting interviews and drafting communications to candidates.
Improve quality of recruitment experience and materials
  • Improve job descriptions
  • Improve interviews with summarization and recap
  • Improve quality of emails and chats with candidates

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.